WA
IMCG icon

WFG Advisors’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

WFG Advisors’s Portfolio IMCG Stock Details IMCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-3,318
Closed -$87K – 1915
2014
Q4 		$87K Buy
3,318
+6
+0.2% +$151 0.02% 678
2014
Q3 		$81K Buy
3,312
+6
+0.2% +$150 0.02% 734
2014
Q2 		$83K Buy
3,306
+6
+0.2% +$144 0.02% 723
2014
Q1 		$80K Buy
3,300
+6
+0.2% +$145 0.02% 720
2013
Q4 		$78K Hold
3,294
– – 0.01% 834
2013
Q3 		$73K Buy
3,294
+12
+0.4% +$258 0.01% 797
2013
Q2 		$66K Buy
+3,282
New +$65.8K 0.01% 790

Other funds holding IMCG

KFA
Kays Financial Advisory Atlanta, Georgia $622M AUM 9.93% 1-Year Est. Return
SAM
Summit Asset Management Memphis, Tennessee $719M AUM 13.76% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
CMP
Courage Miller Partners Norfolk, Virginia $354M AUM 13.72% 1-Year Est. Return